Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.

Build a Podio CRM in no time!

Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.

Finding the best Customer Relationship Management software out there isn't easy. It took me years while working with customers of MrFlow to work my way through 50 products, only to find:

The software becomes way too expensive when you want to start using the cool features

It isn't able to provide the 10% of functionality my company needed specifically.

Luckily, we at Mrflow have found Podio and quickly became one of it's 500.000 customers. We build most of our customer's back-offices from a Podio standard now. We've become a Citrix (Podio) Solutio Advisor, and have created this course to teach you how to design and create your own custom CRM in no time.

You will learn:

About the structure and pricing of Podio to be able to scale your back-office right away

Setting up your own customers app

Setting up an organizations app that has a relation to the customers app, and more about relationships

All Podio's great features like 'email to item', 'webforms', 'views' and 'reports'

Basic workflows that make working with Podio so very cool

Extended workflows with Globiflow, which enables you to COMPLETELY automate your back-office

And of course many links and tips to get you started or where you can find more extensive help if you might need it.

Who is the target audience?

This course is for people who are just starting or have been on a search for a great Customer Relationship Management tool

It's for Students who find all of the standard CRM systems don't meet your personal demands

Students who find all of the standard CRM systems or are too expensive

Students who are eager to learn our Podio design standards and best practises

This course is not for you if you want to completely automate your existing Podio back-office using Globiflow

This course is not for you if you are looking for a plug&play and standardised CRM solution

Podio was built for teams, so it's good to get to know the underlying structure to scale your back-office later on.

The basics of Podio

01:59

Podio's pricing is very acceptable, but if you are going to build a completely automated back-office you should know what price increments lie ahead. Also, we'll quickly setup your account.

Podio pricing and setting up your account

05:47

+–

Creating your first app

2 Lectures
30:51

Building your first app in no time!

Create the customers app

19:52

Multiple apps come in handy, especially when you relate them. We'll create an app that holds all organisation info of your customers. I'll also show you an example of a more complex usage of relationships.

Organisations app and relationships between apps

10:59

+–

Powerful features of Podio

1 Lecture
15:33

Let's get into some powerful features that will allow you to connect Podio into other applications, or to make your Podio experience quicker and better. We'll look at:

Email to app

Webforms

Filters & Views

Reports

Export & Import

Tasks

Ratings

A list of features

15:33

+–

Workflows

2 Lectures
13:03

I'll take you through some basic workflows of Podio, that you can start using today.

Basic Workflows

05:48

The true power of any CRM lies in automation, let the software really work for you. This lecture will show you how to automate the 'email customer after new order' workflow completely.

I've been designing and building back-offices since i was 19 years old. In 2004 i founded one of the pre-ludes to wordpress called Sitemaken.nl, with over 400 customers. My love for online has started far before that, and has remained strong since i first saw a computer.

Now at age 32, i help small and larger businesses find the right software for all their back-office needs like CRM, Invoicing or Customer Ticketing.

Mrflow builds backoffices for small to large organisations, and we like to look at back-offices as eco-systems of apps. Many organisations start out with a bundle of apps, and in stead of migrating all of their mail, contacts and todo's to other apps later on, they'll want to connect these apps through API's to create a powerful eco-system. Podio lies at the core of any eco-system at MrFlow.co.